GI

Gradient Investments Portfolio holdings

AUM $5.99B
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$39.4M
3
+$33.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$29.8M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$23.9M

Top Sells

1
+$43.9M
2
+$37.1M
3
+$30.5M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$23.5M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$13.9M

Sector Composition

1 Financials 7.18%
2 Healthcare 7.01%
3 Technology 5.55%
4 Consumer Discretionary 4.5%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$21K ﹤0.01%
900
+660
527
$20K ﹤0.01%
432
528
$20K ﹤0.01%
1,350
529
$20K ﹤0.01%
591
-23
530
$20K ﹤0.01%
485
-80
531
$20K ﹤0.01%
312
532
$20K ﹤0.01%
372
-4
533
$20K ﹤0.01%
72
+29
534
$19K ﹤0.01%
+517
535
$19K ﹤0.01%
51
536
$19K ﹤0.01%
2,800
537
$19K ﹤0.01%
+393
538
$19K ﹤0.01%
247
-31
539
$18K ﹤0.01%
1,347
-807
540
$18K ﹤0.01%
735
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541
$18K ﹤0.01%
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542
$18K ﹤0.01%
110
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543
$18K ﹤0.01%
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544
$18K ﹤0.01%
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545
$18K ﹤0.01%
500
546
$18K ﹤0.01%
525
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547
$18K ﹤0.01%
525
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548
$18K ﹤0.01%
2,000
549
$18K ﹤0.01%
149
+147
550
$18K ﹤0.01%
259
-49
20 21
22
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